Set up Xero integration

Xero integration with Apron provides automatic syncing of unreconciled transactions and intelligent document matching, creating a streamlined workflow for managing missing paperwork.

If your company is connected to Xero, Apron automatically syncs unreconciled transactions from the past 12 months with no additional configuration needed. This automatic sync ensures that you have immediate access to all transactions requiring documentation without manual export processes.

You may need to configure what information displays on transaction cards in order to make them more useful:

When you upload new documents to Apron, the system automatically checks for matching transactions in your Xero bank feed:

Single match found – The document shows 'Matched' in the Payment section and will be published as 'Already paid' to Xero

Multiple matches found – You'll see 'X matches found' and can choose the correct match or remove unnecessary ones

This intelligent matching eliminates manual reconciliation work and ensures accurate recording.

You can upload documents directly from the ‘Unreconciled transactions’ section. Select a transaction and upload the supporting document, and Apron automatically links the document to the transaction. The matching transaction displays on the Document Review screen for confirmation.

The Xero integration creates a seamless flow where unreconciled transactions appear automatically in Apron.

You assign transactions to team members for documentation, team members upload documents with automatic transaction matching, and you publish matched documents as 'Already paid' transactions in Xero. This eliminates the traditional reconciliation process whilst maintaining complete audit trails.